Purchases and Sales Made in Q2 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 2024. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
408+ 2.94% |
$27.7K - $32.9K
|
14.3K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
407+ 1.36% |
$27.6K - $32.8K
|
30.3K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
401+ 10.99% |
$27.2K - $32.4K
|
4.05K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
400+ 14.1% |
$27.1K - $32.3K
|
3.24K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
396+ 13.92% |
$26.8K - $32K
|
3.24K
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
395+ 6.41% |
$26.8K - $31.9K
|
6.56K
$557K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
394+ 6.47% |
$26.7K - $31.8K
|
6.49K
$551K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
386+ 6.36% |
$26.2K - $31.2K
|
6.46K
$548K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
385+ 7.36% |
$26.1K - $31.1K
|
5.61K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
374+ 0.76% |
$25.3K - $30.2K
|
49.5K
$4.2M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
368+ 77.64% |
$24.9K - $29.7K
|
842
$71.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
364+ 8.88% |
$24.7K - $29.4K
|
4.46K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
359+ 4.33% |
$24.3K - $29K
|
8.65K
$735K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
359+ 1.32% |
$24.3K - $29K
|
27.6K
$2.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
356+ 7.99% |
$24.1K - $28.7K
|
4.81K
$409K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
356+ 5.01% |
$24.1K - $28.7K
|
7.46K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
355+ 9.99% |
$24.1K - $28.7K
|
3.91K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 0.57% |
$23.9K - $28.5K
|
62.2K
$5.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
350+ 7.02% |
$23.7K - $28.2K
|
5.34K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
348+ 0.25% |
$23.6K - $28.1K
|
138K
$11.7M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
346+ 0.62% |
$23.4K - $27.9K
|
56.5K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
343+ 1.59% |
$23.2K - $27.7K
|
22K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
342+ 5.25% |
$23.2K - $27.6K
|
6.86K
$583K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
341+ 6.35% |
$23.1K - $27.5K
|
5.71K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
340+ 2.01% |
$23K - $27.4K
|
17.3K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
337+ 8.77% |
$22.8K - $27.2K
|
4.18K
$355K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
336+ 2.97% |
$22.8K - $27.1K
|
11.7K
$990K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330New |
$22.4K - $26.6K
|
330
$28K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
325+ 3.18% |
$22K - $26.2K
|
10.5K
$896K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
325+ 11.62% |
$22K - $26.2K
|
3.12K
$265K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
323+ 10.8% |
$21.9K - $26.1K
|
3.32K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
322+ 8.75% |
$21.8K - $26K
|
4K
$340K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
322+ 8.75% |
$21.8K - $26K
|
4K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
311+ 10.45% |
$21.1K - $25.1K
|
3.29K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
305+ 3.19% |
$20.7K - $24.6K
|
9.85K
$837K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$25.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
300+ 6.94% |
$20.3K - $24.2K
|
4.63K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
300+ 10.34% |
$20.3K - $24.2K
|
3.2K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
299+ 1.51% |
$20.3K - $24.1K
|
20.1K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
299+ 9.57% |
$20.3K - $24.1K
|
3.42K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
297+ 3.23% |
$20.1K - $24K
|
9.48K
$805K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
293+ 1.14% |
$19.9K - $23.6K
|
26.1K
$2.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
284+ 0.23% |
$19.2K - $22.9K
|
122K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
284New |
$19.2K - $22.9K
|
284
$24.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
280New |
$19K - $22.6K
|
280
$23.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
279+ 4.76% |
$18.9K - $22.5K
|
6.14K
$521K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
277+ 1.8% |
$18.8K - $22.4K
|
15.7K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
276+ 276.0% |
$18.7K - $22.3K
|
376
$31.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
276+ 2.36% |
$18.7K - $22.3K
|
12K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
274+ 3.25% |
$18.6K - $22.1K
|
8.71K
$740K
|